Simple Pricing

No per-seat fees. No complex math. Just pay for the clients you serve.

All plans billed annually

GATHER

Intelligent document collection for every client

$100/mo for up to 100 clients/households Billed annually

Includes:

• Unlimited team members
• Smart Checklists
• Branded Client Portal
• Chrome Extension
• AI Document Classification
• Auto-Match documents
• Cloud Storage Sync
• SOC2 compliant

Try It Free

ANALYZE

Deep insights that drive better advice

$200/mo for up to 100 clients/households Billed annually

Everything in GATHER, plus:

• Deep Dive AI
• Verify & Validate
• Excel & PDF Export

10+ Planning Ready Reports:

Financial Position

• Net Worth Report
• Investment Holdings Report

Income & Cash Flow

• Income Breakdown Report
• Cash Flow Report
• Pay Statement Analysis

Tax Planning

• Income Tax Waterfall
• Tax Document Checklist

Protection & Estate

• Insurance Coverage Report
• Estate Planning Report

Try It Free

Scales With Your Practice

Volume pricing that grows with you

All plans billed annually

500+ clients/households? Contact us for enterprise pricing

Extend Your Capabilities

Optional add-ons for specific needs

API Access

Build custom integrations with your tech stack

Contact us for pricing

Custom Reports

Tailored reports for your specific practice needs

Contact us for pricing

Custom Forms

Branded intake forms designed for your workflow

Contact us for pricing

Custom Integrations

CRM, planning software, and proprietary systems

Contact us for pricing

Enterprise

For large RIAs, broker-dealers, and multi-office firms with 500+ clients

Volume Discounts

Significant savings at scale

Enterprise SSO

SAML-based single sign-on

Custom Onboarding

White-glove setup and training

Audit & Surveillance

Support 204-2 compliance

Contact Sales

Frequently Asked Questions

How do you count clients/households?
A client/household is any client unit you create in Flextract, typically a family or individual. Spouses sharing finances count as one client/household. You only pay for active clients/households with documents uploaded in the current billing period.

Are team members really unlimited?
Yes! Add your entire team, including advisors, paraplanners, assistants, and admins, at no extra cost. We believe collaboration should never be limited by seat-based pricing.

What if I go over my client/household limit?
We will notify you as you approach your limit and give you the option to upgrade to the next tier. We never lock you out or charge surprise fees. You will have 30 days to upgrade or archive inactive clients/households.

Can I switch from GATHER to ANALYZE?
Absolutely! You can upgrade from GATHER to ANALYZE at any time. We will prorate the difference for your current billing period. Downgrading is also possible at your next renewal date.

Is there a free trial?
Yes! Our Demo Mode lets you explore Flextract with sample client data, no credit card required. Experience the full ANALYZE tier features before committing. When you are ready, simply convert to a paid plan.

What is included in SOC2 compliance?
Flextract maintains SOC2 Type II certification. This includes encrypted data at rest and in transit, role-based access controls, audit logging, regular penetration testing, and secure cloud infrastructure. Your clients' sensitive financial data is protected by enterprise-grade security.

Ready to simplify your practice?

Stop wrestling with documents. Start delighting clients.

Try It Free Schedule a Call

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Flextract Introduction

July 2026

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